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REGENTATLANTIC CAPITAL LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REGENTATLANTIC CAPITAL LLC on AEP, newest first. How the timeline and the estimate are built.

REGENTATLANTIC CAPITAL LLC held 25,562 AEP shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 25,562 shares
    Change vs previous 13F -2,898 shares

    0.07% of the 13F portfolio, value $2,210,000.

    13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 28,460 shares
    Change vs previous 13F +44 shares

    0.09% of the 13F portfolio, value $2,730,000.

    13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 28,416 shares
    Change vs previous 13F +2,919 shares

    0.08% of the 13F portfolio, value $2,835,000.

    13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 25,497 shares
    Change vs previous 13F +655 shares

    0.06% of the 13F portfolio, value $2,268,000.

    13F-HR 0001085146-22-000347 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 24,842 shares
    Change vs previous 13F +866 shares

    0.06% of the 13F portfolio, value $2,017,000.

    13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 23,976 shares
    Change vs previous 13F +140 shares

    0.06% of the 13F portfolio, value $2,028,000.

    13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 23,836 shares
    Change vs previous 13F +467 shares

    0.07% of the 13F portfolio, value $2,019,000.

    13F-HR 0001085146-21-001371 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 23,369 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,946,000.

    13F-HR 0001085146-21-000461 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).